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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
FA
626
FDx Advisors
Illinois
$330K -$46.7K -253 -14%
AIM
627
Arcadia Investment Management
Michigan
$329K – – –
MAM
628
Mystic Asset Management
Rhode Island
$329K – – –
SignatureFD
629
SignatureFD
Georgia
$328K +$10.7K +58 +4%
NP
630
Nilsine Partners
Colorado
$327K -$346K -1,875 -54%
iA Global Asset Management
631
iA Global Asset Management
Quebec, Canada
$327K +$293K +1,590 New
Dynamic Advisor Solutions
632
Dynamic Advisor Solutions
Arizona
$324K +$7.93K +43 +3%
OL
633
Optas LLC
Texas
$322K +$10.5K +57 +4%
CWC
634
Carolinas Wealth Consulting
North Carolina
$321K -$738 -4 -0.3%
Profund Advisors
635
Profund Advisors
Maryland
$319K +$34.7K +188 +14%
Vident Advisory
636
Vident Advisory
Georgia
$318K +$28.4K +154 +11%
AIM
637
Anchor Investment Management
South Carolina
$317K -$20.3K -110 -7%
Moneta Group Investment Advisors
638
Moneta Group Investment Advisors
Missouri
$316K -$1.48K -8 -0.5%
Curi RMB Capital
639
Curi RMB Capital
Illinois
$314K +$369 +2 +0.1%
TCBWMS
640
Texas Capital Bank Wealth Management Services
Texas
$314K -$14.8K -80 -5%
PWG
641
Portside Wealth Group
Utah
$311K +$7.75K +42 +3%
RT
642
Rockland Trust
Massachusetts
$311K – – –
SVWAG
643
Sound View Wealth Advisors Group
Georgia
$310K – – –
Diversified Trust
644
Diversified Trust
Tennessee
$309K +$277K +1,504 New
BCMO
645
Buckingham Capital Management (Ohio)
Ohio
$309K – – –
NPT
646
Nixon Peabody Trust
Massachusetts
$309K – – –
Wolverine Trading
647
Wolverine Trading
Illinois
$308K +$276K +1,498 New
Ballentine Partners
648
Ballentine Partners
Massachusetts
$308K +$7.01K +38 +3%
TA
649
Tectonic Advisors
Texas
$307K -$44.8K -243 -14%
Evercore Wealth Management
650
Evercore Wealth Management
New York
$307K -$22.9K -124 -8%